David Klein is a Proven Health Care Leader

No other candidate or board member has the executive health care leadership experience David Klein has. He is a proven leader of mission-driven, financially successful health care delivery systems.

In addition, he is a trusted advisor for many not-for-profit organizations, with a long history of community building with volunteer leadership roles.

PROFESSIONAL EXPERIENCE

THE LIFETIME HEALTHCARE COMPANIES
President Chief Executive Officer
Rochester, New York 2003 to 2012

The Lifetime Healthcare Companies are not-for-profit, diversified health care companies with over 6,000 employees and in 2012, $6.3 billion revenues and $1.7 billion in reserves. While CEO, the Lifetime Healthcare Companies annual revenue growth averaged 6.2 percent, operating margin averaged 2.9 percent and reserve growth averaged 14 percent. The Lifetime Healthcare Companies had an AM Best A- rating.

Lifetime it’s comprised of Excellus BlueCross BlueShield (BCBS), a not-for-profit 1.7 million member and in 2012, $5.7 billion health plan serving 31 counties in upstate New York State and Univera Healthcare, a non-BCBS not-for-profit 140,000 member, $626 million health plan serving New York’s four westernmost counties.

  • EHP was the 24th largest insurer nationally
  • Excellus BCBS 2012 market share was 55%
  • US News and World Report ranked Excellus BCBS commercial, Medicaid and Medicare products in the top quartile nationally in 2011
  • CMS designated EHP’s Medicare Advantage as 4.5 and 5 stars
  • Excellus BCBS commercial insurance premiums were 30 percent less than the national average for an identical benefit design product in 2011
  • Since 2008, Excellus BCBS/Univera Healthcare MLR averaged 88.8 percent, with administrative cost in 2011 being among the industry lowest at $34.76 per member per month

MEDAMERICA LONG TERM CARE INSURANCE COMPANY
Chief Executive Officer
Rochester, New York

A for-profit, and in 2012, $226 million premium national long- term-care insurer with 120,000 in-force policies.

LIFETIME HEALTH MEDICAL GROUP
Chief Executive Officer
Rochester, New York

A not-for-profit and in 2012, $71 million medical group with 47 primary care physicians serving 140,000 patients annually in the Buffalo and Rochester metropolitan areas.

LIFETIME CARE
Chief Executive Officer
Rochester, New York

A not-for-profit and in 2012, $88 million certified and licensed home health care agency and hospice serving 16,000 patients annually in upstate New York.

BLUECROSS AND BLUESHIELD OF ILLINOIS
Vice President, National And Major Accounts
Vice President, Marketing Services

Chicago, Illinois
1984 to 1986

Responsible for sale and retention of national and major accounts. Developed successful national account sales strategy and operational platform. Sold the largest account in history of the company. Responsible for product development, market research, sales promotion and new sales processing. Also responsible for individual and small group health, dental HMO and life insurance sales.

BLUECROSS BLUESHIELD ASSOCIATION
Senior Vice President, National And Major Accounts
Senior Vice President, Planning and Budget
Senior Vice President, National Marketing
Chicago, Illinois

Prior to heading the Marketing Division, worked in Marketing Support Services; Product Development; Director, Development, Plan Utilization Review; and Utilization Review.

CORPORATE DIRECTORSHIPS (NOT-FOR-PROFIT)

NEW YORK EHEALTH COLLABORATIVE (NYEC)
New York, New York
2009 to Present
Director and past chair of the not-for-profit, publicly funded New York State health information exchange which manages inter-operability among providers of electronic medical records. NYeC participants include health systems, hospitals, FQHCs, physicians and diagnostic and treatment centers. Master index includes 40+ million patients. Current revenue is $75 million.

COMMONWEALTH CARE ALLIANCE (CCA)
Boston, Massachusetts
2018 to Present
Director of the CMS top-rated, not-for-profit, community-based healthcare organization caring for individuals who are dually eligible for Medicaid and Medicare with complex medical, behavioral health and social needs, including those with disabilities. CCA operates an HMO with both contracting and employed providers. Current enrollment is 36,000 members. Current revenue is $1.6 billion. Chair, Finance and Strategy Committees.

CORPORATE DIRECTORSHIPS (FOR-PROFIT)

CTG
Buffalo, New York
2012 to Present
Director of global IT staffing and solutions company, specializing in healthcare. Current revenue of $394 million. NASDAQ traded. Chair, Governance and Nominating Committee.

LANDMARK HEALTH 
Huntington Beach, California
2013 to Present
Founding director of privately held home visiting multi-specialty medical group that care for complex, chronically ill patients currently operating in 23 markets serving 50,000 engaged patients. Contracts with 15 health plans using risk-based reimbursement. Current revenue is $1.5 billion. Member, Audit Committee. Primary owners include General Atlantic and Francisco Partners.

AVALON HEALTHCARE SOLUTIONS
Tampa, Florida
2013 to Present
Founding director of privately held laboratory benefits management company currently operating in four states and contracting with four health plans. Current revenue is $200 million. Chair, Compliance Committee. Primary owners include Francisco Partners, BlueCross BlueShield of South Carolina, Echo Health Ventures and HCSC Ventures.

COGITO
Boston, Massachusetts
2013 to Present
Director of privately held artificial intelligence enabled call center management company currently contracting with 24 large enterprise clients. Current revenue is $21 million. Lead Independent Director and Chair, Compensation Committee. Primary owners include Goldman Sachs, Hearst Ventures, Open View Partners, Romulus Capital, Battery Ventures, New York Life Ventures and Guardian Life Ventures.

NEXT HEALTH TECHNOLOGIES
Denver, Colorado
2018 to Present
Director of privately held health care services cost containment measurement and optimization company currently contracting with eight health plans. Current revenue is $12 million. Lead Independent Director and Chair, Compensation Committee. Primary owners include Norwest Venture Partners, Triple Tree Capital Partners and Kaiser Permanente Ventures.

TRANSPARENT HEALTH MARKETPLACE
Philadelphia, Pennsylvania
2019 to Present
Director of privately held provider network management company using online auction to secure spot pricing for otherwise unused capacity. Development stage company. Primary owners are angel investors.

Previously served as a director of angel funded, early stage companies including PharmAdva (automated home medication dispenser), Cerebral Assessment Systems (cognitive impairment assessment system), PNT (administrative and clinical data management outsourcing), iVantage (administrative and clinical performance benchmarking) and Intelligent Insites (RF enabled inventory management system).

CORPORATE ADVISORY

COMMUNITY MEMBER, FINANCE AND INVESTMENT COMMITTEE
LEE HEALTH
Fort Myers, Florida
2019 to Present
Lee Health is an independent special district health system serving Lee County comprised of six hospitals, a multi-specialty physician group, urgent care centers, a free-standing diagnostic and treatment centers.  Community members are appointed by the Board of Directors.

SPECIAL ADVISOR TO THE MEDICAL CENTER CEO
UNIVERSITY OF ROCHESTER
Rochester, New York
2013 to Present
The University of Rochester is a nationally ranked research university that includes a clinical enterprise comprised of an academic medical center, community hospitals, nursing homes, a home care agency, senior housing as well as primary and specialty care physicians. It is also comprised of schools of medicine, nursing, postgraduate dentistry and business.  Its medical school has top quartile ranking in NIH funding.
Serve as advisor to the CEO regarding strategy especially related to health insurance; operations including use, quality, patient safety, and satisfaction management; and organization. Also facilitate collaboration of university’s clinical programs with local and regional delivery systems.

MEMBER OF DISTINGUISHED EXECUTIVES COUNCIL
CRESSEY AND COMPANY
Chicago, Illinois
2013 to Present
Cressey and Company is a health care private equity fund investing in mid-market growth stage health care delivery system companies.

MEMBER OF TRIPLE TREE ADVISORY COUNCIL
TRIPLE TREE CAPITAL PARTNERS
Minneapolis, Minnesota
2019 to Present
Triple Tree Capital Partners is a health care venture capital fund investing in early stage health care delivery companies.

ADVISOR
HEALTH CATALYST CAPITAL MANAGEMENT
New York, New York
2017 to Present
Health Catalyst Capital Management is an independent fund manager investing in private, growth stage health care information technology and technology-enabled services businesses that seek to improve the human condition and promote value-based care.
Previously served as an advisor to Sutherland Global Services (business processing outsourcing) and Wegmans (retail pharmacy).

INDUSTRY LEADERSHIP

BLUECROSS BLUESHIELD ASSOCIATION
Chicago, Illinois
2003 to 2012
Director
Chair, Not-for-Profit Leadership Council
Chair, Emerging Issues Committee
Chair, Audit Committee
Member and Vice Chair, Health Policy and Legislation Committee
Member, Plan Performance and Financial Standards Committee
Member, Nominating and Governance Committee

AMERICA’S HEALTH INSURANCE PLANS
Washington, DC
2004 to 2012
Director
Co-Chair, Policy and Regulatory Affairs Committee
Member, Executive Committee
Member, Administrative Committee

National Center for Health Care Leadership
Chicago, Illinois
2012 to 2013
Director

BUSINESS ADVOCACY

BUSINESS COUNCIL OF NEW YORK STATE
Albany, New York
2003 to 2012
Director
Vice Chair and Secretary
Member, Executive Committee
Chair, Nominating and Governance Committee
Member, Search Committee

ROCHESTER BUSINESS ALLIANCE
Rochester, New York
2003 to 2012
Director
Treasurer
Member, Executive Committee

Member, Business Issues/Community Advocacy Committee

GREATER ROCHESTER ENTERPRISE
Rochester, New York
2002 to 2012
Director
Founder
Member, Executive Committee

ALLIANCE FOR ADVANCING NOT-FOR-PROFIT HEALTH CARE
Washington, DC
2003 to 2012
Director
Member, Executive Committee

ACADEMIA

UNIVERSITY OF ROCHESTER SIMON BUSINESS SCHOOL
Rochester, New York
1993 to Present
Executive Professor, Health Care Management (2013 to Present)
Member, Executive Advisory Committee (2013 to Present)
Chair, Health Sciences Executive Advisory Board (1993 to 2012)

UNIVERSITY OF ROCHESTER SCHOOL OF MEDICINE AND DENTISTRY
Rochester, New York
1998 to Present
Professor, Department of Public Health Sciences (2013 to Present)
Assistant Professor, Department of Public Health Sciences (1998 to 2005)

ROCHESTER INSTITUTE OF TECHNOLOGY
Rochester, New York
2012 to 2015
Member, College of Health Science and Technology Advisory Board

UNIVERSITY OF CHICAGO GRADUATE SCHOOL OF BUSINESS
Chicago, Illinois
1990 to 1992
President, Health Administration Alumni Association

JOHNS HOPKINS UNIVERSITY CAREY SCHOOL OF BUSINESS
Baltimore, Maryland
2010 to 2015
Member, Health Care Industry Advisory Board

INQUIRY
Rochester, New York
1990 to 2015
Chair, Editorial Board
(Inquiry is peer reviewed academic journal devoted to health care organization, provision and financing)

COMMUNITY SERVICE

UNITED WAY OF GREATER ROCHESTER
Rochester, New York
1997 to 2019
Director
Chair (2003 to 2006)
Chair, Community Investment Committee (2000 to 2003)
Chair, Alexis de Tocqueville Society Campaign (2013)
Chair, Chief Professional Officer Search Committee (2005)

SENECA WATERWAYS COUNCIL BOY SCOUTS OF AMERICA
Rochester, New York
1989 to Present
Director
President (1997 to 2000)
Trustee, Endowment Fund (2001 to 2019)
Chair, Scout Executive Search Committee (2003)
Also served as Director, Northeast Region (2001 to 2005)

AMERICAN CANCER SOCIETY, ROCHESTER DIVISION
Rochester, New York
2009 to 2012
Chair, Capital Campaign, B. Thomas Golisano Hope Lodge and Hospitality House

JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER
Rochester, New York
1996 to 2018
Director

GEORGE EASTMAN MUSEUM, THE INTERNATIONAL MUSEUM OF PHOTOGRAPHY
Rochester, New York
2012 to 2019
Director

AWARDS

THE HEALTHCARE FORUM/KORN FERRY INTERNATIONAL
Emerging Leaders in Healthcare, 1987

BOY SCOUTS OF AMERICA
Distinguished Eagle Scout, 1998
Silver Beaver Distinguished Service Award, 1996
Silver Antelope Distinguished Service Award, 2009

UNITED WAY OF NEW YORK STATE
Volunteer Leader of the Year, 2005

MONROE COMMUNITY COLLEGE
Salute to Excellence, 2010

AMERICAN CANCER SOCIETY
Champion of Hope Award, 2011

ST. JOHN FISHER COLLEGE
President’s Medal, 2012

THE LIFETIME HEALTH CARE COMPANIES
Naming of The David H. Klein Center for Compassion and Healing, 2013

MUSCULAR DYSTROPHY ASSOCIATION
Community Leader Honoree, Night at the Races Gala, 2013

United Way of Greater Rochester
Alexis de Tocqueville Society, Distinguished Service Award, 2018

EDUCATION

UNIVERSITY OF CHICAGO
Chicago, Illinois
Master of Business Administration in Finance and HospitalAdministration, 1972

RENSSELAER POLYTECHNIC INSTITUTE
Troy, New York
Bachelor of Science in Management, 1970

PERSONAL

Born in Albany, New York. Married to former Dawn Palazzo with two adult sons, Randy and Alexander. Passions include golf, photography, and travel.

Published article on Bloomberg.Com and BusinessWeek.Com, “My Wife’s Cancer Yields Lessons for Health Care: David H. Klein,” Dec. 26, 2010

Published article “Yesterday, Today and Tomorrow” in Inquiry: Winter 2012/2013, Vol. 49, No. 4, pp. 293-299, reflecting on 40 years in health care industry

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